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529 Plans – What You Need to Know

529 Plans – What You Need to Know

If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification.

You have probably also thought about saving to help them pay for their education, but do you have any idea how much you might need to do this?   According to U.S. News and...
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Estate Planning & Administration
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Three Legal Things to Do After a Scary Diagnosis

Three Legal Things to Do After a Scary Diagnosis

A negative health diagnosis can be emotionally and logistically challenging for many reasons.

You may be worried about how you’ll take care of your family if you’re physically incapacitated. There are lots of things to consider with your doctors and medical professionals, but you may also want to consider these three legal tips to ensure your...
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Estate Planning & Administration
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Think Your Family Won’t Fight Over Your Estate? Think Again.

Think Your Family Won’t Fight Over Your Estate? Think Again.

Most families are happy families.

As you gather together with your family this holiday season, you probably share laughs and tell stories. You get along and enjoy being with each other and everything seems copacetic. But what happens with the matriarch or patriarch dies? You would be surprised how, suddenly, years of pent-up resentment and hurt feelings...
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Estate Planning & Administration
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Protecting Your Business: What Type of Insurance is Right for Your Company?

Protecting Your Business: What Type of Insurance is Right for Your Company?

As a small business owner, you’ve likely invested lots of time, money and personal sacrifice into making your business a success.

That’s why business insurance is such a good idea to help protect your investments in the event of unexpected damage to property or lawsuits – both of which could have devastating effects on your livelihood....
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Business, Business Planning, Employment
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